RIAs: $1B – $5B AUM
3,235 RIAs in the $1B – $5B AUM range, ranked by reported regulatory assets.
Archford Capital Strategies, LLC
RIASwansea, IL
AUM $1.5BTEAM 45REPS 20
CCS Partners LLC
RIANew York, NY
AUM $1.5BTEAM 9REPS 3
Fplf Management LLC
RIANew York, NY
AUM $1.5BTEAM 140REPS 6
Wallace Capital Management, Inc.
RIADallas, TX
AUM $1.5BTEAM 7REPS 7
Iso-Mts Capital Management LP
RIAGreenwich, CT
AUM $1.5BTEAM 6REPS 3
Yucaipa Master Manager, LLC
RIALos Angeles, CA
AUM $1.5BTEAM 23REPS 6
Allied Investment Advisors LLC
RIABillings, MT
AUM $1.5BTEAM 12REPS 12
Adelante Capital Management LLC
RIAAlameda, CA
AUM $1.5BTEAM 10REPS 2
AWM Capital, LLC
RIAPhoenix, AZ
AUM $1.5BTEAM 38REPS 30
Capital Impact Advisors
RIABoston, MA
AUM $1.5BTEAM 5REPS 3
Apriem Advisors
RIAIrvine, CA
AUM $1.5BTEAM 17REPS 17
Sunesis Advisors, LLC
RIAOverland Park, KS
AUM $1.5BTEAM 8REPS 4
Spartan Wealth Management
RIABingham Farms, MI
AUM $1.5BTEAM 31REPS 23
Quantum Financial Advisors, LLC
RIASanta Monica, CA
AUM $1.5BTEAM 16REPS 14
Flexible Plan Investments Ltd
RIABloomfield Hills, MI
AUM $1.5BTEAM 68REPS 11
Ranger Investment Management,L.P.
RIADallas, TX
AUM $1.5BTEAM 15REPS 8
Origami Capital Partners, LLC
RIAChicago, IL
AUM $1.5BTEAM 10REPS 4
Novaquest Capital Management, L.L.C.
RIAAUM $1.5BTEAM 18REPS 7
Gabelli & Company Investment Advisers, Inc.
RIAGreenwich, CT
AUM $1.5BTEAM 27REPS 3
Cullinan Associates, Inc.
RIALouisville, KY
AUM $1.5BTEAM 17REPS 5
H. Barton Asset Management, LLC
RIASan Francisco, CA
AUM $1.5BTEAM 14REPS 2
Acuitas Investments, LLC
RIASeattle, WA
AUM $1.5BTEAM 7REPS 3
TBH Global Asset Management, LLC
RIABrentwood, TN
AUM $1.5BTEAM 22REPS 13
Czech Asset Management, L.P.
RIAStamford, CT
AUM $1.5BTEAM 9REPS 3
Other AUM ranges
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